Toronto-based investment research firm Morningstar Canada has added 835 F-class funds to its Web-based research platform, Morningstar Advisor Workstation. The recent addition is
in response to the growth in fee-based practices, the company says. “If you’re a fee-based advisor and you’re interested in keeping track of that side of your business, this addition will allow you to access all the funds you’re going to be dealing with,” says Teena Ward, Morningstar’s product manager. The database includes information on fund performance, net asset value, MERs, risk statistics, tax analysis, minimum purchase amounts and sales status. Unlike Morningstar’s main fund
database, which provides data going back as far as 25 years, the F-class data go back to September 2000.
Morningstar expands fund database
- By: Lara Hertel
- April 1, 2005 April 7, 2019
- 11:09